Property Name | Type | Description |
---|
advShipAutoLoadWorkOrderRefProperty | string | When automatically receiving an inventory load (shipment) for advance ship parts associated with a work order, this field provides a mechanism to specify a RefNum within the Inventory Load based on any field within the work order payload that will help the organization tie the receipt of the inventory load to a purchase order, order number, or similar in their back-office. By default, the order number is provided as a reference within the Inventory Load transaction for advance ship parts. |
advShipUnusedPartsEnabled | boolean | Specifies whether or not advance ship parts functionality is enabled within the application. Valid values: - true (default) - Advance Ship Parts functionality enabled
- false - Advance Ship Parts functionality disabled
|
allowCreate | boolean | Specifies if the mobile worker can create new work orders in the field. Valid values are: |
allowInvOverage | boolean | Specifies if the mobile application allows inventory overages. If enabled (true), then the mobile application will only warn the user if they are using more parts than the system thinks is in their inventory. If disabled (false), the mobile application will only allow the mobile worker to use parts that are identified in their active inventory. Valid values are: |
assetServiceCodesEnabled | boolean | Specifies whether or not asset Service Codes within the work order asset tab is enabled Valid values are: - true (default) - asset Service Codes are enabled
- false - asset Service Codes are disabled
|
assetDiagramsEnabled | boolean | Specifies whether or not asset diagrams within the work order asset tab is enabled Valid values are: - true (default) - asset diagrams are enabled
- false - asset diagrams are disabled
|
assetHistoryEnabled
| boolean | Specifies whether or not asset history within the asset tab is enabled Valid values are: true (default) - asset history is enabledfalse - asset history is disabled
|
assetHistoryUrl | URL | Specifies the URL that the mobile application calls when retrieving asset history. |
audibleAlert | integer | Specifies whether or not an audible alert is provided when a work order is added or removed from the schedule. Valid values are: -1 (default) - no alert is provided- > 0 - an alert is provided when a work order is added or removed from the schedule.
|
autoOnsiteAfterTravelCompleteEnabled | boolean | Specifies whether or not the tapping the complete travel button will automatically put the work order onsite. Valid values: - true - user automatically goes onsite after completing travel
- false (default) - user must manually put work order onsite after completing travel
|
autosaveOutboundNotesMessage | boolean | Specifies whether or not autosave notes messages get queued up as a work order export message. This enables back-office solutions to get real-time changes to the work order remarks. Valid values are: true (default) - autosave messages for work order remarks are queued up with work order export transactions to the customer back-office.false - autosave messages for work order remarks are not queued up with work order export transactions to the customer back-office.
|
canCloseWorkOrderWithNegativeOrderTotal | boolean | When true, work orders can be closed with a negative order total. When false, work orders cannot be closed when there is a negative order total. |
canCloseWorkOrderWithNegativeBalance | boolean | When true, work orders can be closed with a negative balance. When false, work orders cannot be closed when there is a negative balance. |
cancelFollowupOnOrderItemChange | boolean | Specifies whether or not the follow-up appointment is deleted if ordered items are modified after the appointment has been created but before the work order has been closed. This is especially important when parts orders need to be placed for the follow-up call. Valid Values: - true - Upon modifying ordered items, any follow-up call booked will be deleted.
- false (default) - Follow-up calls will remain even after modifying ordered parts required for the follow-up visit.
|
canModifyPartsBeforeOpen | boolean | Specifies whether or not line items can be added to the work order while in preview mode (prior to going onsite). Valid values are: true (default) - ability to add line items prior to work order being onsite enabledfalse - ability to add line items prior to work order being onsite disabled.
|
createPartsEnabled | boolean | Specifies if the mobile worker can add parts to a work order that are not in the default catalog. This is typically used in cases where a mobile worker goes to a local store to purchase a part required to complete the service. Valid values are: |
creditCardPaymentsEnabled | boolean | Specifies whether a user can take a credit card payment as a valid form of payment associated with the work order. Valid values are: - true - user may take a credit card payment
- false (default) - user may not take a credit card payment
|
checkPaymentsEnabled | boolean | Specifies whether or not a check is a valid form of payment on a work order Valid values are: - true - check payment enabled
- false (default) - check payment disabled
|
collectFullDepositIfCreditExists | boolean | If false, use the existing functionality where the Deposit Amount is limited by the total value of Ordered Parts (i.e. if the ReqDeposit is $50, and there is one OrderedItem for $5, the Deposit Amount is $5) If true, and a positive credit exists on the WorkOrder, charge the full Deposit amount. (i.e. if the ReqDeposit is $50, and there is one OrderedItem for $5, the Deposit Amount is $50) |
defaultCloseCodes | object | If parts are ordered the default work order closed status and reason code will be setup to these values. Property | Default Value |
---|
Status | 4097 | Reason | 1001 |
Related pages: |
defaultPartsDelivery | string | The default parts delivery field represents the default value selected when ordering parts for a consumer. The parts delivery locations are setup via the System Categories API with the Category = 50. |
deleteFollowupEnabled | boolean | Specifies whether or not the follow-up appointment can be manually deleted by the user. Valid Values: - true - Allows a follow-up call to be manually deleted by the user.
- false (default) - Once a follow-up call is created, it may not be manually deleted by the user.
|
editStartEndTimeEnabled
| boolean | The edit start time enabled property allows the user to edit the work order's start time after the work order has been completed. The edited value will be stored in the UserAdjustedStartUTC of the work order |
estimateHistoryUrl | URL | Specifies the URL called by the mobile application when retrieving estimate history. |
estimatesEnabled | boolean | Specifies if the Estimates sub-module is enabled Valid values are: true (default) - The Estimates sub-module is enabledfalse - The Estimates sub-module is disabledorders
|
followupApptUrl | URL | Specifies the URL the mobile application calls when scheduling a follow-up call (after selecting the appointment slot). |
followupReturnDays | integer | - If no Parts ETA (ordered parts), the preferred date of return is WorkOrder.followupReturnDays
- If parts ETAs are available for ordered parts, the preferred date of return is the latest ETA date (from the ordered parts) + WorkOrder.followupPartsAvailableDatePadding (from MobileCfg)
|
followupPartsAvailableDatePadding | integer | - If no Parts ETA (ordered parts), the preferred date of return is WorkOrder.followupReturnDays
- If parts ETAs are available for ordered parts, the preferred date of return is the latest ETA date (from the ordered parts) + WorkOrder.followupPartsAvailableDatePadding (from MobileCfg)
|
hideActions | boolean | Specifies whether or not the actions panel is displayed within the LFF overview tab. Valid values are: true (default) - the actions panel is hidden within the LFF overview tab.false - The action panel is displayed within the LFF overview tab.
|
hidePreviewActions | boolean | Specifies whether or not the actions panel is displayed when in preview mode. Valid values are: true (default) - the actions panel is hidden when in preview mode.false - The action panel is displayed when in preview mode.
|
hideTimeBanner | boolean | The hide time banner property provides a mechanism to hide the bottom time banner during the work order process. |
incompleteReasonCodesToIncludeOrExcludeFromFollowUpVerification | object | Incomplete ReasonCodes are included or excluded from the ApptSearchRequest field verification on WorkOrder Close. "incompleteReasonCodesToIncludeOrExcludeFromFollowUpVerification" is a compound setting with two sub-properties: "method" and "reasonCodes"; it looks like this: "incompleteReasonCodesToIncludeOrExcludeFromFollowUpVerification": {
"method": "exclude",
"reasonCodes": ["1005"]
} - Valid values for the "method" field are "include" or "exclude". If the field is omitted or not one of the valid values, it defaults to "exclude".
- The "reasonCodes" field is an array of Closed Incomplete Reason Codes (System Category 16) (string values). If the field is omitted, or not an array, it defaults to an empty array
- If the "incompleteReasonCodesToIncludeOrExcludeFromFollowUpVerification" setting is omitted, then all WorkOrders with the "IsFollowUpRequestObjectReq" set will be verified (this is the current default behavior).
If the new setting is defined, then it will be used to decide whether to include or exclude the WorkOrder ApptSearchRequest field from being verified on Close (The verification is still enabled/disabled by the WorkOrder Rule "IsFollowUpRequestObjectReq"). If the method is "include", and the selected Close Status is Closed Incomplete and the selected Incomplete Reason Code is in the "reasonCodes" array, then it will be verified that the ApptSearchRequest field exists. If the selected Incomplete Reason Code is not in the "reasonCodes" array, then the ApptSearchRequest verification is skipped. If the method is "exclude", and the selected Incomplete Reason Code is in the "reasonCodes" array, then the ApptSearchRequest verification is skipped. If the selected Incomplete Reason Code is not in the "reasonCodes" array, then it will be verified that the ApptSearchRequest field exists. If the "incompleteReasonCodesToIncludeOrExcludeFromFollowUpVerification" is not set, then all WorkOrders, regardless of selected Incomplete ReasonCode, will have the ApptSearchRequest verified if the WorkOrder Rule "IsFollowUpRequestObjectReq" is set.| |
invoicePaymentsEnabled | boolean | Specifies whether or not a pay-by-link payment is a valid form of payment for a work order Valid values are: - true - pay-by-link payment enabled
- false (default) - pay-by-link payment disabled
|
invoicePreviewEnabled | boolean | When true, the user may generate an invoice preview. |
invoiceRequestUrl | URL | Specifies the URL the mobile application calls when sending a pay-by-link invoice to a customer. |
isSigReq | boolean | Specifies the global setting for requiring signature capture. Valid values are: true (default) - Signature capture is required for all work ordersfalse - Signature capture is optional for all work orders
|
laborCoveredByDepositEnabled | boolean | When true: - If a labor item is added, and the Work Order contains an ordered Item, then the labor item will utilize the same logic as an ordered part.
- If a labor item is added, and the work order contains an ordered item but parts deposit is not selected, then the pricing should be consistent with standard line item pricing and the customer will be charged for the labor (if chargeable)
- If a labor item is added, and the work order does not contain a Ordered Item then the pricing should be consistent with standard line item pricing.
|
lineItemsEnabled | boolean | Specifies if the Line Items sub-module is enabled. The Line Items sub-module includes adding parts, returning parts, and ordering parts. Valid values are: true (default) - Line Items module is enabledfalse - Line Items module is disabled
|
|
|
|
mappingEnabled | boolean | Specifies if the internal mapping module is enabled. Valid values are: true (default) - The internal mapping module is enabledfalse - The internal mapping module is disabled
|
menuTabs | collection | Work Order Menu Options provide a mechanism to configure the work order functionality available to a user.
Menu Tab | Description | Default Value |
---|
Overview | The Overview menu option provides an an overview of the call details | Available | Assets | The Assets menu option provides the user with all information associated with the assets associated with a work order | Available | History | The History menu option provides the user with all history associated with the service location. By default, this is retrieved using a combination of the Account Number and Location Number | Available | Line Items | The Line Items menu option allows the user to view, add, and remove line items (parts used, parts returned, parts ordered). | Available | Tasks | The Tasks menu option allows the user to view and interact with tasks sent down with the work order. | Available | Forms | The Forms menu option allows the user to view and interact with FlexForms associated with the work order. | Available | Remarks | The Remarks menu option allows the user to view and interact with work order remarks and tech notes. | Available | Alerts | The Alerts menu option allows the user to view and interact with work order alerts associated with the work order. | Available | Estimate | The Estimate menu option allows the user to view and interact with newly and previously created work order estimates. | Available | Media | The Media menu option allows the user to view, add, and delete photos and videos associated with the work order. | Available |
|
multiEditOptions | collection | This collection specifies the values allowed to be utilized and the order they appear within the multi-edit functionality. Valid values within the collection are as follows: - LineItemType
- OrderOptions
- PricingOptions
|
openSlotsUrl | URL | Specifies the URL the mobile application utilizes to retrieve open appointment slots when a follow-up call is required. |
openWorkOrderThresholdInMinutes | integer | Specifies the number of minutes in advance of the planned start time a user may begin traveling or mark the work order onsite. |
orderedItemsEnabled
| boolean | Specifies if ordered items can be added to a work order Valid values are: true (default) - Ordered items may be added to a work orderfalse - Adding an ordered item to the work order is disabled
|
orderedPartsWarningEnabled | boolean | When true, the user will not be able to add ordered parts to a work order and mark the call as closed-complete when the part's shipping location is anything but to the consumer's home. |
overdueWorkOrdersEnabled | boolean | When true: - All overdue work orders will be displayed on the home screen, before today's work orders, and will have a header stating 'Overdue Work Orders'.
- Today's work orders will follow in the list, and will contain a heading 'Today's Work Orders'.
- A new toggle button will be added to allow the user to hide/show overdue work orders
- When overdue are visible the button is named 'Hide Overdue Work Orders'
- When overdue are not visible the button is named 'Shown Overdue Work Orders'
When false: - Overdue Work Orders will not be displayed on the home screen.
- The new toggle button will not be visible.
- There will be no header for 'Today's Work Orders' on the home page.
Default Value: false |
overrideEstimateFields | collection | Specifies a list of fields that will remain as part of the work order upon promoting an estimate. This is important to keep certain fields such as credits, order numbers, username, etc when a technician promotes a work order to the current order. |
partOrderingUrl | string | Specifies the URL used for ordering parts.
${PROTOCOL}//${HOST}:${PORT}/seiapi/v3/mobile/PartsOrdering
|
partmapLookupUrl | string | Specifies the URL used to locate and download asset schematic diagrams. |
pauseTaskEnabled | boolean | Specifies if pausing a task is allowed. Valid values are: true (default) - pausing a task is allowedfalse - pausing a task is not allowed
|
pauseTravelEnabled | boolean | Specifies if pausing travel is allowed. Valid values are: true (default) - pausing travel is allowedfalse - pausing travel is not allowed
|
pauseWorkOrderEnabled | boolean | Specifies if pausing a work order is allowed. Valid values are: true (default) - pausing a work order is allowedfalse - pausing a work order is not allowed
|
payByPhoneRefCodeMaxLength | integer | Specifies the maximum length of the pay by phone validation code. |
paymentsEnabled | boolean | Specifies if the Payments Collection sub-module is enabled at a global level. If enabled, work orders must still have the CollectPayment (see: Work Order Object) flag set to true . Valid values are: true (default) - The Payments Collection sub-module is enabledfalse - The Payments Collection sub-module is disabled at a global level
|
phonePaymentsEnabled | boolean | Specifies whether or not a phone payment is a valid form of payment for a work order Valid values are: - true - phone payment enabled
- false (default) - phone payment disabled
|
photosEnabled | boolean | Specifies if the photo capture module is enabled at a global level. Note, even if photos are enabled, it can be overridden (disabled) at an individual work order level. Valid values are: |
photosDeleteUrl | URL | Specifies the URL called by the mobile application when deleting photos associated with the work order. |
photosUrl | URL | Specifies the URL called by the mobile application when retrieving and saving photos associated with a work order. |
previewNotesEnabled | boolean | Specifies whether or not the user may edit work order remarks prior to getting onsite. Valid values are: true (default) allows user to edit work order remarks prior to marking work order onsite.false prevents the user from editing work order notes in preview mode.
|
previewTabs | collection | Work Order Preview Menu Options provide a mechanism to configure the functionality the user is able to interact with prior to arriving onsite. Tab | Description | Default Value |
---|
Overview | The Overview menu option provides an an overview of the call details | Available | Assets | The Assets menu option provides the user with all information associated with the assets associated with a work order | Available | History | The History menu option provides the user with all history associated with the service location. By default, this is retrieved using a combination of the Account Number and Location Number | Available | Line Items | The Line Items menu option allows the user to view, add, and remove line items (parts used, parts returned, parts ordered). | Available | Tasks | The Tasks menu option allows the user to view and interact with tasks sent down with the work order. | Available | Forms | The Forms menu option allows the user to view and interact with FlexForms associated with the work order. | Available | Remarks | The Remarks menu option allows the user to view and interact with work order remarks and tech notes. | Available | Alerts | The Alerts menu option allows the user to view and interact with work order alerts associated with the work order. | Available | Estimate | The Estimate menu option allows the user to view and interact with newly and previously created work order estimates. | Available | Media | The Media menu option allows the user to view, add, and delete photos and videos associated with the work order. | Available |
|
promoteEstimateOrderedItemsToWorkOrderLineItemsEnabled | boolean | - When promoteEstimatePreserveAdvancedShipPartsEnabled is true, retain all IsAdvShip parts on the current WorkOrder, when promoting from Estimate
- When both promoteEstimateOrderedItemsToWorkOrderLineItemsEnabled and promoteEstimatePreserveAdvancedShipPartsEnabled AppSettings are true, and an Estimate is Promoted to WorkOrder:
- If there are IsAdvShip line items on the currently opened WorkOrder, and there are matching OrderedParts on the Estimate, the matching OrderedParts will be skipped, and the IsAdvShip line item will be kept on the WorkOrder.
- The OrderedPart from the Estimate is completely ignored in this case, no fields from the Estimate OrderedParts (Qty, Taxable flag, IsChargeable flag, etc) will be carried over when the Estimate is Promoted.
- A serialized OrderedPart on the Estimate may have a Qty of 2, and on the WorkOrder the same serialized part may exist as two (or more, or less) IsAdvShip line items with SerialNums. The IsAdvShip items will be preserved on the promoted WorkOrder, and the Estimate OrderedItem will be ignored.
|
promoteEstimatePreserveAdvancedShipPartsEnabled | boolean | When true and promoteEstimateOrderedItemsToWorkOrderLineItemsEnabled is also true, Advance Ship items are kept as advance ship items on the work order. |
receiveAdvShipInventory | boolean | When false: - Do not include Advance Ship non-Return parts in the WorkOrder Inventory Usage transaction
- Receive Advance Ship Return parts into inventory, as we do with regular returns
- Advance Ship Returns may have been Dispositioned due to ReturnReasonCode mapping. The parts should be received into inventory as dispositioned, or if not dispositioned, will be received into the usable Inventory Qty.
|
rejectThresholdInMinutes | integer | Specifies the number of minutes in advance of the planned start time that the user may reject a work order. |
refundReturns | boolean | Specifies if returned items should be refunded to the customer. Valid values are: true (default) - Refunding returned is enabledfalse - Refunding returns is disabled
|
remarksEnabled | boolean | Specifies if the Remarks sub-module is enabled. Remarks include mobile worker remarks and customer remarks. Valid values are: true (default) - The Remarks sub-module is enabledfalse - The Remarks sub-module is disabled
|
requireParentWorkOrderClosedBeforeCreatingNewWorkOrder | boolean | When true, the primary WorkOrder must be closed prior to the ability to create a new work order. Default value is false. If the setting is enabled, and the WorkOrder is not closed when tapping the "New" button, display a message to the user that the WorkOrder must be closed before creating a new WorkOrder. |
requireServiceCodes | boolean | Specifies if service codes are required to be completed. Valid values are: true - Service code information must be completed for each asset on the work orderfalse (default) - Service codes are optional
|
resendInvoiceEnabled | boolean | Specifies whether or not the user has the ability to resend the invoice (service delivery report) to the customer after the work order has been closed. Valid values are: true - resend invoice (service delivery report) enabledfalse (default) - resend invoice (service delivery report) disabled
|
returnReasonToDispositionMap | object | Allows returned parts to be mapped to inventory disposition codes. Example: "returnReasonToDispositionMap": { "1001": "1001", "1002": "1002", "1003": "1001", "1004": "1002" }, Inventory Dispositions are setup via the System Category - category = 715 |
revisionsAfterPaymentEnabled | boolean | Default value: true When false, any action that affects the work order total to change is disabled. |
reuseOrderNumber | boolean | Specifies if work order numbers can be reused. Typically, once a work order is closed it can no longer be modified. However, some customers may reuse work order numbers so setting this value to true will allow work order numbers to be reused. Valid values are: true - Work order numbers can be reused. Not recommended.false (default) - Work order numbers can not be reused
|
saveRejected | boolean | The save rejected property provides a way for rejected work order records to remain on the schedule for the technician to view. Valid values are: - true - Upon rejecting a work order, the record will be removed from the device (as well as the schedule list)
- false (default) - Upon rejecting a work order, the rejected work order record will remain on the device and also still be presented on the schedule list.
|
sendInvoiceEmailUrl | URL | Specifies the URL called by the mobile application when resending an invoice to a customer. |
showLocation | boolean | Specifies if the delivery location, for ordered parts, should be displayed. Valid values are: true (default) - Display delivery locationfalse - Do not display delivery location
|
showDescription | boolean | Specifies whether or not the work order description is shown in the preview and order summary screens. Valid values are: true (default) - Display work order descriptionfalse - Do not display work order description
|
showPrice | boolean | Specifies is pricing should be presented to the mobile worker and customer. Valid values are: true (default) - Pricing is enabledfalse - Pricing is disabled
|
signatureEnabled | boolean | Specifies if signature capture is enabled. Valid values are: true (default) - Signature capture is enabledfalse - Signature capture is disabled
|
siteHistoryUrl | URL | Specifies the URL that the mobile application calls when retrieving site history for a customer. |
techNotesPattern | regex | Tech notes are validated against the specified regular expression. |
travelEnabled | boolean | Specifies if tracking travel is enabled. Valid values are: true (default) - Tracking travel is enabledfalse - Tracking travel is disabled
|
unableToCollectEnabled | boolean | Specifies whether or not a user may specify that they are unable to collect payment on a work order Valid values are: - true - Able to specify that they are unable to collect payment
- false (default) - Ability to specify unable to collect disabled
|
unableToCollectPattern | regex | When unabletoCollectEnabled is true, this optional parameter allows an organization to specify a regex that can be used to validate a code showing that the unable to collect amount has been authorized. |
updateFlexFormsAndFlexAttrsOnClosedWorkOrdersEnabled | boolean | When true, Flex Forms and Flex Fields may be updated after the work order is closed. Otherwise, when false, nothing on the work order may be updated after the work order is closed. |
videosDeleteUrl | URL | Specifies the URL called by the mobile application when deleting photos associated with the work order. |
photosUrl | URL | Specifies the URL called by the mobile application when retrieving and saving videos associated with a work order. |
warrantyDiscountsEnabled | boolean | Specifies whether warranty discounts are enabled: Valid values are: true (default) - warranty discounts are enabledfalse - warranty discounts are disabled
|
warrantyReasonRequired | boolean | Specifies whether the user must provide a reason when changing a work order from not in warranty to in warranty. Valid Values: - true - The user is required to provide a reason for changing a work order from not in warranty to in warranty
- false (default) - The user is not required to provide a reason for changing a work order from not in warranty to in warranty.
|